The housing market has changed. With decreased revenues and increased market competition, it's time to get back in the sales driver's seat. Join us on the Road to Referrals, a relational process – or journey, if you will - that will help you build value-based relationships with key referral partners.

Explore this site for some best practices, practical examples and tips on how to effectively leverage the relationships in your network to generate leads. We encourage you to be intentional about building relationships by consistently adding value through a proactive and regular communication strategy. Learn how:

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A Practical Example

Here are seven suggested touches for each of your prospects.
Every step continues to add value to your prospect and positions you has a knowledgeable and helpful resource.

step1map step2map step3map step4map step5map step6map step7map

Hover Over A Step To See More Information

Step 1
Video Email

Share personalized tips and messages through video and track the history to maximize your follow up.

www.bombbomb.com
www.eyejot.com

Step 2
Voicemail Message

Deliver your follow up message with confidence and remember to be brief.

Step 3
Monthly Video Interview Series

Create a connection point by sharing monthly video interviews. Great Interviews with Bill Hart offers ideas, systems and strategies at work in today's market.

http://mortgagecoach.com/coachbillhart/

Step 4
Weekly Video Update
Offer a short, two-three-minute video update about program developments, local real estate issues, etc.
Step 5
Interest Article
Identity unique interests for each individual through personal conversations or social media. Set Google alerts for various hobbies and interests. Email these articles with a personalized note.
Step 6
Keeping Current Matters
Subscribe to and review blog posts daily. Pass along the posts that are most relevant to the needs of your contact.
Step 7
Industry Article
Add value by sending relevant and timely industry-specific articles.
Step 1
Video Email

Share personalized tips and messages through video and track the history to maximize your follow up.

www.bombbomb.com
www.eyejot.com

Watch Video
Step 2
Voicemail Message

Deliver your follow up message with confidence and remember to be brief.

Watch Video
Step 3
Monthly Video Interview Series

Create a connection point by sharing monthly video interviews. Great Interviews with Bill Hart offers ideas, systems and strategies at work in today's market

mortgagecoach.com/coachbillhart/

Watch Video
Step 4
Weekly Video Update

Offer a short, two-three-minute video update about program developments, local real estate issues, etc.

Watch Video
Step 5
Interest Article

Identity unique interests for each individual through personal conversations or social media. Set Google alerts for various hobbies and interests. Email these articles with a personalized note.

Watch Video
Step 6
Keeping Current Matters

Subscribe to and review blog posts daily. Pass along the posts that are most relevant to the needs of your contact.

Watch Video
Step 7
Industry Article
Add value by sending relevant and timely industry-specific articles.

Keep going!

Remember, it’s not a matter of if you get a referral, it’s about when.

Assume the relationship. Commit to the process. And the results will take care of themselves.

Best Practices for Earning Referral Business

Here are some tips to remember when you're reaching out to prospects that will help keep you top of mind.

  • Assume the relationship

    Be confident! Frame all interactions as if you already have the relationship and are adding value to their business and life.

  • Expect to be ignored

    People are busy. It's going to take time before they respond. Stay focused and don't give up

  • Always add value

    Serve others by offering timely, relevant and useful information and content. Stay positive and solution-oriented.

  • Add personal interest

    Let them know you care by researching and sharing articles related to their personal interests. Show you care about them as a person.

  • Repeat Touches

    Consistency is key. Be creative and persistent with continually connecting with each person in a meaningful way that adds value.

  • Stop Only When Asked

    Don't give up until they ask you to stop contacting them.

Sign Up for the 7 Week Challenge

Commit to 7 Weeks on the road and we'll bring you weekly motivation and accountability to stay on track

Stay on the Road to Referrals

  • 7 Week
    Challenge

    Commit to 7 Weeks on the road and we'll bring you weekly motivation, tips and accountability designed to keep you on track towards your referral goals

    Sign Up Today
  • Road to Referrals
    Tracking Tool

    Map out your own Road to Referrals. Use the Seven Steps outlined above as inspiration to create your personalized plan for communicating with your prospects

    Download The Tool
  • Work with
    a Coach

    You don't have to drive the road alone. Learn more about how our coaches can help you succeed.

    Contact Us